Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of the Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 1,762
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $189,724
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · Sponsored by Board of Trustees of the Retirement Plan · Wisconsin · Construction
$334M in assets, 1,762 participants
Board of Trustees of the Retirement Plan's Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported $334M in total assets and 1,762 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,655 in Construction (9,030 peers)
Coverage in Wisconsin
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 covers 1,762 participants in Wisconsin, 3.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $334M.
- #8,655
- in Construction (9,030 peers)
- +19.9%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's outsized position by total assets
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$334,293,046 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 lands in the large band (1,762 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported net income rose from -$54M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 end-of-year assets rose from $279M in the plan year 2022 filing to $334M in the plan year 2023 filing.
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported participants rose from 1,579 in the plan year 2022 filing to 1,762 in the plan year 2023 filing.
DOL schedule card
Filing strip 396135887 · Board of Trustees of the Retirement Plan PY 2023 · Profit Sharing
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · $334M · 1,762 · 96th
- BOOK $334M
- VS-ST 1,762
- BOY 96th
- SCH Profit Sharing
- EBSA near North Mississippi Health Services Employer Savings Plan
- PART ind #8655
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Wisconsin →
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $279M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | $55M |
| Employer EIN | 396135887 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $374M 34.13538909712271% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,579 | $279M |
| 2023 | 1 | 1,762 | $334M |
| 2024 | 1 | 1,894 | $374M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
- Union Individual Account Retirement Fund $280M · 3,203
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is North Mississippi Health Services Employer Savings Plan in MS ($335M); by covered participants it is Brooks Rehabilitation 403(b) Retirement Plan in FL (1,756 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
- North Mississippi Health Services Employer Savings Plan (MS) $335M · 7,302
- Asplundh Tree Expert, LLC Profit Sharing Plan (PA) $335M · 2,346
- Textron Retirement Account Plan Trust (RI) $332M · 10,046
- Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions (NY) $336M · 1,696
Similar participant headcount
Nearest other-state filings by covered participants (1,762 participants); asset peers above are excluded.
- Brooks Rehabilitation 403(b) Retirement Plan (FL) 1,756 · 6 off
- Selfhelp Community Services, Inc. 403(b) Plan (NY) 1,754 · 8 off
- Local 807 Profit Sharing Plan (NY) 1,752 · 10 off
- Greatcare, Inc. Retirement Plan and Trust (NY) 1,776 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.